Individual tax, capital incentives and options for employees

Individual tax, capital incentives and options for employees

The individual tax departments manage a large number of individual tax files, from a holistic view of the individual taxpayer's full needs, with a unique specialization in the taxation of the capital market, taxation of options and taxation of allowances and grants.
Individual tax includes the department for individual taxation and options, headed by CPA Adi Shalom, and the High Net Worth Individuals department, headed by Chana Salomon, Adv. who regularly accompanies high net worth clients, including intergenerational wealth transfer.   
Services of individual tax departments includes:
Individual tax:

  •  Accompanying transactions with controlling parties of companies, including complex sale transactions 
  • Submission of annual personal reports and capital statements 
  • Assessment hearings
  • Social security
  • Voluntary disclosure procedures
  • Intergenerational wealth transfer
  • Pension and retirement tax:
  • Examining the tax aspects at the time of deposit and/or retirement of employees / shareholders
  • Obtaining preliminary approvals from the Income Tax Authorities for unusual deposits/withdrawals, including receipt of a future pension
  • Options and incentives for employees:
  • Planning, accompanying and ongoing assistance for various option plans, both on the part of the assigning company and on the part of the employee